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Financial & Policy Research Insights
Sector: Other
Politicization of ETFs – U.S. ETF Developments to Watch in 2023: #3
ETF & Mutual Fund, Research
Indexed ETFs and mutual funds nearly double AUM between 2011 and 2021...
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Defined Outcome ETFs – U.S. ETF Developments to Watch in 2023 #2
ETF & Mutual Fund, Research
Defined outcome ETFs uniquely suited the investment zeitgeist of 2022.
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Uber Techs Inc. (UBER) Lyft, Inc. (LYFT) DoorDash, Inc. (DASH) Takeaways from Prop 22 Court of Appeal Hearing
Policy & Legal, Research
Takeaways from Prop 22 Court of Appeal Hearing
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Mutual Fund Conversions – U.S. ETF Developments to Watch in 2023: #1
ETF & Mutual Fund, Research
As ETFs turn 30, mutual fund managers continue to seek ways to capitalize on record flows...
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Activision Blizzard Inc. (ATVI) Updated Views After FTC Lawsuit to Block
Policy & Legal, Research
FTC lawsuit, regulatory review of Microsoft acquisition, legal and policy changes to mobile gaming.
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2022 Midterm Elections
Policy & Legal, Video
Analyst Joe Lieber looks at the 2022 midterm elections...
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The Bottom is (Not) in: A Study of Lowry Indicators At Bear Market Bottoms
Technical, Video
Lowry creates new proprietary indicator, The Lowry Research Market Bottom Composite...
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Single Stock ETFs Launch in the U.S. – Providing Opportunities and Risks
ETF & Mutual Fund, Research
Launch of eight single stock ETFs likely precursor to more coming...
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The SEC Seeks Comments on Regulation of Index Providers
ETF & Mutual Fund, Research
SEC seeks public comment related to advisory exemption for index providers...
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The SEC’s Proposed Changes to the ‘Names Rule’ to Impact Thematic and Factor Fund
ETF & Mutual Fund, Research
SEC proposes changes aimed at naming and disclosure requirements...
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